Gerald Marra (CRD# 2827539) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in New York, NY and has over 27 years of experience in the finance industry.
CRD# 4896689
J.p. Morgan Securities LLC
CRD# 3160155
Investment Partners Asset Management
CRD# 2473844
Flynn Zito Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hsbc Bank Usa, N.a. | New York, NY | Aug 2016 - Current | 7 |
| Hsbc Securities (usa) Inc. | New York, NY | Apr 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1997 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- CA
- CT
- KS
- ME
- MT
- NJ
- NY
- TX
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Total Assets Under Management3,020MILLIONS
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Total Number of Accounts12,389ACCOUNTS
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Average Account Value$243,802
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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